Tag: Retirement Planning
Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)

Building a More Connected Retirement Plan with Tenner Stoe, CFP®, CPWA® (Ep. 15)

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You’ve spent years saving, but knowing what you can afford to do in retirement may still feel unclear.

A connected plan can help you see how your choices affect one another.

In this episode, James Knapp speaks with Tenner Stoe, CFP®, CPWA®, and Wealth Architect at Boyum Wealth Architects, about his career across banks, broker-dealers, and registered investment advisory firms. Tenner explains how retirement planning brings together income, investments, taxes, insurance, and estate decisions. They also examine portfolio risk, Roth conversions, required minimum distributions, and why clients need advice that reaches beyond individual accounts or products.

Tenner discusses:

  • How his early banking experience shaped the way he listens to clients and addresses financial concerns directly
  • Why pre-retirees need clear goals before testing income needs, investment risk, and retirement readiness
  • How tax projections and CPA coordination can reveal planning choices that account management may overlook
  • Why disciplined savers may need help giving themselves permission to spend and enjoy retirement
  • How an advisor’s business model can affect the tax, estate, insurance, and retirement guidance clients receive
  • And more!

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Connect with Tenner Stoe:

About Our Guest:

At Boyum Wealth Architects, Tenner partners with successful individuals and families to craft thoughtful, tailored financial strategies that bring intentionality and clarity to their wealth. With many years of experience in wealth management, he focuses on integrating investment oversight, tax planning, and estate coordination so that a client’s entire financial life supports what matters most to them.

Tenner views real wealth as more than numbers, it’s about understanding your resources, seeing how they work for you, and making confident decisions to move forward. His professional designations, Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®), underscore his commitment to rigorous planning, fiduciary responsibility, and helping clients navigate complexity with confidence.

Whether refining portfolios, optimizing for taxes, or thinking ahead to multi-generational legacy, Tenner guides clients in building a roadmap aligned with their values and goals. Outside of work, he enjoys spending time with his family, especially being outdoors with his kids, visiting the family cabin, and staying active, and brings that same curiosity, purpose-driven mindset, and balanced perspective into how he serves his clients.

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Tax Planning Beyond the Numbers with Greg Carlson (Ep. 12)

Tax Planning Beyond the Numbers with Greg Carlson (Ep. 12)

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Taxes often get the spotlight in financial decisions, but they’re rarely the only factor that matters.

How do you balance tax efficiency with family goals, business transitions, lifestyle preferences, and long-term planning without letting one consideration dominate every decision?

In this episode, James Knapp sits down with Greg Carlson, Tax Partner with Boyum Barenscheer, for a conversation about business succession, entity structure, tax planning, and family decision-making. Greg shares how he found his way into accounting, why creativity plays a role in tax strategy, and how thoughtful planning can improve outcomes for both buyers and sellers.

They also explore estate planning considerations, charitable giving opportunities, business transitions, and why personal priorities often matter more than reducing taxes.

Key takeaways:

  • How business entity selection can influence taxes during operations and eventual ownership transitions
  • Why buyer and seller goals should guide transaction planning before tax strategies are considered
  • A real example where minor structural changes created substantial federal income tax savings
  • How charitable giving strategies may create favorable outcomes when coordinated with tax planning
  • Why family, community, healthcare, and lifestyle often outweigh tax considerations in retirement
  • And more!

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Connect with Greg Carlson:

About Our Guest:

As a CPA focused on estate and trust planning for high-net-worth individuals and families, Greg Carlson helps clients preserve wealth, reduce complexity, and plan for the efficient transition of assets across generations. His work extends beyond compliance, providing strategic guidance on the financial, tax, and structural decisions that contribute to a lasting legacy.

At Boyum Barenscheer, Greg collaborates closely with estate attorneys, investment advisors, and family offices to develop coordinated, tax-efficient strategies tailored to each client’s goals and values. His experience includes sophisticated trust planning, business succession strategies, charitable giving planning, and estate tax mitigation.

Clients value Greg’s ability to bring clarity, precision, and discretion to complex planning matters. He recognizes that estate and trust planning is about more than financial outcomes. It is about families, values, and responsible stewardship across generations. His goal is to help clients move forward with confidence, knowing their plans are both financially sound and aligned with the legacy they hope to leave behind.

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What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

What a Good Retirement Plan Service Actually Looks Like with Shawn Van Winkle (Ep. 10)

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What happens when no one explains the rules, and everyone assumes someone else is handling it?

In this episode of Zombie Advisor, James Knapp sits down with Shawn Van Winkle, a retirement plan advisor whose path into financial services began with a personal mission to help others avoid the financial struggles he faced growing up. 

Shawn shares how his early experience in large institutions shaped his perspective, what he learned about both good and bad client service, and why education is often the missing piece in retirement planning. 

They talk about what a retirement plan advisor actually does, how small incremental changes can change outcomes over time, and how a lack of communication can quietly cost employees and employers more than they think. 

What to expect:

  • Why most employees feel stuck or unsure when it comes to retirement plans
  • How small, consistent increases, even 1%, can change long-term outcomes
  • The hidden risks employers take on when retirement plans aren’t clearly structured
  • The difference between transactional service and true partnership in financial planning
  • And more!

Connect with us!

Connect with Shawn Van Winkle:

About Our Guest:

Shawn Van Winkle is a retirement plan advisor at Boyum Wealth Architects. He began his career in law enforcement before transitioning into financial services, joining Principal Financial Group in 2017. There, he focused on retirement education and later expanded into executive compensation strategies, working with stock options and equity-based planning. Today, Shawn focuses on helping business owners and their employees better understand and engage with their retirement plans through education, efficiency, and partnership-driven service. 

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